Texas Capital Bank

Sr. Financial Relationship Consultant - Dallas/Fort Worth

Texas Capital Bank • $70K — $95K *
Southlake, TX 76092In-Person
Finance & Insurance
Less than 5 years of experience
1 week ago
Job Overview by Ladders

Qualifications

  • 3+ years of banking center experience focused on service and relationship management
  • In-depth knowledge of banking products like deposits and lending services
  • Series 65 licensed or ability to obtain within 30 days of hire
  • Strong multitasking and problem-solving skills in fast-paced environments
  • Proven track record in customer service excellence
  • Proficient in Microsoft Office and Salesforce

Responsibilities

  • Establish and deepen customer relationships through effective banking transactions
  • Identify customer needs and refer them to appropriate bank solutions
  • Engage in proactive outreach to existing and prospective customers
  • Perform daily banking transactions with a focus on exceptional service
  • Open new accounts and ensure compliance with banking regulations
  • Originate lending solutions tailored to consumer and small business needs
  • Support community events to enhance bank visibility and attract new clients

Benefits

  • Opportunity for professional growth and development within the bank
  • Engagement in community events for brand exposure
  • Dynamic team environment fostering collaboration
  • Access to a wide range of banking products and solutions for personal use
  • Support for obtaining necessary professional licensing
Full Job Description
Responsibilities
  • Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions
  • Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank
  • Proactive customer outreach that is aligned to our high-touch / engagement model
  • Proactive phone calls to both existing and prospective customers
  • Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects
  • Handle all banking transaction, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to: deposits, withdrawals, wire transfers, etc.
  • Open accounts for new walk-ins; coordinate account documentation to ensure compliance with all relevant banking regulations
  • Originate lending solutions for both Small Business and Consumer relationships
  • Partner directly with various lines of businesses to ensure deeper client relationships
  • Assist in community awareness events to increase bank outreach and foster new business opportunities
  • Assist management with various operational duties and responsibilities
  • Obtain the FINRA Series 65 license within the first 30 days of employment
  • Abide by Texas Capital Bank policies, procedures, and regulatory compliance guidelines, including any licensing requirements


Qualifications
  • Minimum of 3 years banking center experience preferred, including customer service, relationship management and cash handling
  • Thorough knowledge of banking products and services including deposits, lending and other financial services
  • Must be Series 65 licensed, or possess the ability to pass exam within an allotted timeframe upon hire
  • Strong ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and timely
  • Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements
  • Proven customer service skills
  • Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word)
  • Excellent communication skills, both verbal and written, with the ability to speak concisely
  • Must be team-oriented
  • Ability to be influential and establish positive working relationships across the organization with various stakeholders
  • Knowledge of legal entity documentation preferred
  • Strong attention to detail and accuracy
  • Strong phone communication skills
  • Proficient knowledge of Salesforce preferred
  • Must be able to lift up to 50 lbs
  • Ability for work Saturday's


The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.

About Texas Capital Bank

Texas Capital Bank is a commercial bank that provides a range of financial services to businesses and individuals. The bank was founded in 1998 and is headquartered in Dallas, Texas. Texas Capital Bank has over 1,500 employees and operates branches in several states, including Texas, California, and New York. The bank offers a variety of services, including commercial lending, treasury management, and wealth management.
Learn more about Texas Capital Bank
Size
1,500 employees
Industry
Finance & Insurance
Founded
1998
* Ladders Estimates

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